Groups

Groups are a set of users. The groups can be created with any users available on the platform. The users in a group do not have to be from same department, team or role. Creating groups is useful to identify a set of users and if they need to be identified as a group. Similar to users, the groups can also have roles and permissions. It’s generally good idea to create users with meaningful criteria. For example, if there are a set of users who are from different teams or departments working on a pet project or there are a smaller set of users from a team creating a group for them is useful to manage their access permissions.

To manage users, log in to the platform and select “Access Manager”, then click on “Groups” on the menu on left panel. The screen that appears has two parts. The upper part is for group creation. Specify the name of the group and optionally its description. 

A list email ids of the users separated by comma (,) can also be specified to be added as members of the group. However this is optional and users can be added and/or removed from the group at anytime later. If the user email ids are provided, then the users will be added as members of the group. In case any email id is not correct, it will be ignored. It’s advisable to check the group and its members after the group is created. 

The groups can also be searched based on group name and/or a member’s email id. Searching with member’s email id is useful if you need to check which groups the user is part of.

The groups can be edited for members. To add or remove any members from the group, click on the “Edit” button in the same row as group and in the “Edit Group” column. The dialog box that appears will show the email ids of existing members and a search box to search for users that needs to be added to the group. 

To remove members, click on delete button (red ‘X’) in the same row as user to be removed.

To add users, specify at least 3 characters of the email id (before ‘@‘ symbol) and click on search. The searched users will be shown in the table and can be selected for addition. Once you have made the selections, click on Add button to add the users. You can keep on searching and adding users to the group. 

Click on OK once the modifications are done and the changes will be saved. Clicking on Cancel will discard the changes.

To modify the roles associated with the group, on the Groups screen, click on “Edit” button in the “Edit Role(s)” column in the same row as the group you want to edit. The dialog box that opens will list all the roles associated with the group in the table. To disassociate a role, click on the remove button (red ‘X’) for the role.

To add a new role, select the role from the drop down box and click on “Add Role”.

The changes are saved when you click on OK.